How we can help

Private Office

Our Private Office is here to provide you with the wealth management services you need, whenever you need them.

We have expert advisers on hand to support and advise you across a broad range of requirements. From strategic planning, monitoring and reporting to asset allocation and tax planning. All through our truly independent investment management.

We’ll help you by evaluating your entire wealth management position and then coordinating each part to ensure you have the right financial strategy in place to secure your financial freedom. However that looks to you.

Through our Private Office you will receive:

  • Your own dedicated partner and support team
  • A strategic financial plan that covers all your intergenerational needs
  • Access to a well-established network of other professional advisers
  • Regular strategic reviews and ongoing coordination of your total wealth position
  • Your own unique investment strategy
  • A bespoke Tax Optimisation Strategy
  • Support with wills, trusts and estate planning
  • Expertise in property search, sourcing and financing
  • A dedicated, confidential and responsive service at all times

Hover over the relevant section of the diagram below for further details on our services. And for a no-obligation introductory meeting, please contact Partner and Head of Private Office, Tim Davies.

mature man wearing a blue shirt gesturing and speaking across a table to another man

PWM’s Private Office services include:

Simply hover over the diagram below to learn more about how you can benefit.
PWM mortgages UK property search International
property search Corporate pensions and benefits Life insurance and income protection Estate planning, wills and trusts Cross-generational
family advice General insurance Healthcare Accountancy FX transfers Maximising deposits returns Art advisory and valuation services

How we help you protect and grow your wealth

Our goal has always been to help our clients preserve, enhance and accumulate wealth throughout their lifetime. As a privately owned and fully independent firm, we can offer you more choice.

Unlike restricted financial advice services, the heart of our offering is absolute independence from any group or bank. We firmly believe that one size does not fit all. Which is why we’re best placed to tailor a financial strategy to match your own personal objectives, risk profile and time horizon.

Because we’re independent, we have the freedom to select Discretionary Fund Managers (DFM) using insights through our partnership with leading independent research organisation, ARC Research. They carry out extensive due diligence on DFMs and produce quarterly benchmarks so we can measure the performance of individual managers. That way we can optimise your portfolio and diversify managers and asset classes to reduce your overall risk profile.

 

 

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Guiding you to financial freedom

Our aim is to help you accumulate and plan your wealth to achieve financial freedom in life.
ABOUT US

Together, we make financial freedom simple.

As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.

Learn more

We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey